Friedman & Associates

• Catching Up With...

  By James J. Green, AdvisorOne  |  June 1, 2010

  You've heard about Greg Friedman perhaps in conjunction with Junxure, the CRM firm he co-founded, or the Your Silver Bullet technology integration initiative, or when...

• Catching Up With: Greg Friedman

  By James J. Green, AdvisorOne  |  June 1, 2009

  The last time we spoke to Greg Friedman, he was among the cadre of advisors interviewed for the March 2009 cover story on how industry...

• A New Market Dominator Firm Arises in Northern California

  By James J. Green, AdvisorOne  |  May 8, 2009

  Friedman & Associates merges with Salient Wealth

• The Future Is Now

  By Staff Writer  |  February 1, 2009

  When facing a disaster, healthy families turn toward each other for emotional support, but also for practical help. Since sisters and brothers know each other...

• Schwab Announces 2007 Impact Award Winners at Conference

  By Robert F. Keane  |  October 30, 2007

  The winners of Schwab Institutional's second annual Impact Awards were announced at the firm's advisor conference in Las Vegas (October 28-31). Dr. Lewis J. Altfest...

• The Problems of Growth

  By Ed McCarthy, CFP  |  October 1, 2007

  Growth has an unexpected downside for some wealth managers--they find their businesses encountering bottlenecks. The obstacles range from procedure to technology, but the result is...

• Contact Point

  By Lauren Barack  |  July 1, 2006

  Ideally, Gary Zaugg would chat with his computer, have it input client notes, and file appropriate details into the correct folders--all without the Virginia Beach,...